The Hottest ISA Funds

Chelsea Financial Services outlines the hottest ISA-eligible funds for the 2012-2013 year

Chelsea Financial Services 14 March, 2013 | 6:00AM
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This article is part of the special series, Investing with ISAs.

Morningstar's 'Perspectives' series features guest contributions from third parties such as asset managers, academics and investment professionals. The below article was written by Darius McDermott, the managing director at Chelsea Financial Services.

Equities are the Clear Winner

There has been a marked increase in risk appetite amongst ISA investors so far this year. This has meant equities have been the real winner this ISA season. According to our data, UK equity funds have remained the best sellers, capturing just under 30% of sales, but there has also been an increase in interest for overseas equities, with Asia ex-Japan being the most popular (10%) in this category, followed by global equities (7%).

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Artemis Income R Inc2.12 GBP-2.54Rating
AXA Framlington American Gr R Acc GBP1,273.37 GBP-1.67Rating
AXA Framlington UK Select Opps R Acc3,965.87 GBP-2.13Rating
BNY Mellon Asian Income GBP Inc2.10 GBP-1.94Rating
Invesco Monthly Inc Plus UK Acc386.45 GBP-0.29Rating
Invesco UK Eq High Inc UK Inc315.95 GBP-1.83Rating
Liontrust Special Situations R Inc493.41 GBP-1.45Rating
M&G Global Dividend GBP A Acc388.16 GBP-1.81Rating
M&G Recovery GBP A Acc293.22 GBP-2.96Rating
Stewart Inv APAC Ldrs Sstby A GBP Acc9.41 GBP-2.02Rating

About Author

Chelsea Financial Services  is a firm of independent financial advisers and the first intermediary to discount initial charges on unit trusts and bonds, and later PEPs and ISAs.